NVS
Novartis Ag-sponsored Adr
5 super-investors hold NVS worth a combined $1.08B. The largest position: Tweedy Browne at 0.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #396 of 724 scored stocks.
Why super-investors own NVS
Ownership of NVS within this cohort is narrow and largely static: five managers hold the stock, but the count visible in the historical series has registered just one owner across all eight prior quarters, suggesting most of the current holders are recent additions to the tracked universe rather than long-tenured conviction builders. Dodge & Cox dominates the aggregate dollar figure at $1.1B, though the position represents only 0.6% of their large diversified portfolio; Tweedy Browne carries the highest concentration at 0.9%. Activity in 2026Q1 was entirely absent — no new positions, no adds, no trims, no exits — signaling a holding pattern rather than a thesis in motion. Interest is neither rising nor fading meaningfully.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.6% | 40q | $1.06B | 6,967,383 |
| 2 | Tweedy Browne | 0.9% | 40q | $11M | 71,305 |
| 3 | Lee Ainslie | <0.1% | 7q | $2M | 15,247 |
| 4 | Kahn Brothers Group | 0.4% | 40q | $2M | 13,386 |
| 5 | Sarah Ketterer | <0.1% | 40q | $227K | 1,487 |
Owners of NVS also hold
Long US equity 13F-HR filings only. CUSIP 66987V109. Not investment advice.